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Annis Gardner Whiting Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21K Buy
722
+322
+81% +$10K ﹤0.01% 719
2025
Q4 		$13K Hold
400
– – ﹤0.01% 725
2025
Q3 		$12.8K Sell
400
-37
-8% -$1.13K ﹤0.01% 667
2025
Q2 		$12.8K Buy
437
+37
+9% +$978 ﹤0.01% 656
2025
Q1 		$10K Hold
400
– – ﹤0.01% 541
2024
Q4 		$11.1K Hold
400
– – ﹤0.01% 521
2024
Q3 		$10.4K Sell
400
-30,344
-99% -$764K ﹤0.01% 543
2024
Q2 		$776K Buy
+30,744
New +$725K 0.22% 90

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SCHG Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 81% in Q1 2026, buying an estimated $10K and bringing the position to 722 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Annis Gardner Whiting Capital Advisors first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $776K in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 722 shares of Schwab US Large-Cap Growth ETF worth $21K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 322 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $10K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #719 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Annis Gardner Whiting Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $776K in Q2 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.